SDY vs IWP
Comparison between STATE STREET(R) SPDR(R) S&P(R) DIVIDEND ETF (SDY, ETF) and ISHARES RUSSELL MID-CAP GROWTH ETF (IWP, ETF).
5-Year PerformanceSDY has outperformed IWP, delivering a return of +7.5% compared to +4.8%
SDY vs IWP - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
SDY
$21B
Winner
IWP
$22B
Expense Ratio
SDY
0.35%
Winner
IWP
0.23%
Max Drawdown
SDY
58.57%
Winner
IWP
57.34%
Sharpe Ratio
Winner
SDY
0.91
IWP
-0.15
5Y Beta
Winner
SDY
0.45
IWP
1.16
P/E Ratio
Winner
SDY
21.25
IWP
57.36
Forward P/E
Winner
SDY
17.52
IWP
27.11
PEG Ratio
SDY
0.10
IWP
N/A
5Y Dividends CAGR
SDY
7.50%
Winner
IWP
9.93%
5Y EPS CAGR
SDY
7.40%
IWP
N/A
Debt to Equity
Winner
SDY
55.42%
IWP
90.70%
P/S Ratio
Winner
SDY
1.92
IWP
2.52
P/B Ratio
Winner
SDY
3.18
IWP
11.95
SDY vs IWP - Holdings Comparison
SDY and IWP have 10 common holdings. Overlap is 3.99%
SDY's top 25 holdings weight is 36.60%. IWP's top 25 holdings weight is 36.04%.
| Rank | SDY | IWP |
|---|---|---|
| #1 | VERIZON COMMUNICATIONS INC (VZ) - 2.14% | SNOWFLAKE INC ORDINARY SHARES (SNOW) - 2.62% |
| #2 | REALTY INCOME CORP (O) - 2.13% | DATADOG INC CLASS A (DDOG) - 2.52% |
| #3 | KIMBERLY-CLARK CORP (KMB) - 1.75% | CLOUDFLARE INC (NET) - 2.52% |
| #4 | KENVUE INC (KVUE) - 1.75% | ROBINHOOD MARKETS INC CLASS A (HOOD) - 2.04% |
| #5 | ABBVIE INC (ABBV) - 1.62% | SIMON PROPERTY GROUP INC (SPG) - 2.00% |
| #6 | QUALCOMM INC (QCOM) - 1.56% | COMFORT SYSTEMS USA INC (FIX) - 1.75% |
| #7 | TEXAS INSTRUMENTS INC (TXN) - 1.55% | TARGA RESOURCES CORP (TRGP) - 1.69% |
| #8 | TARGET CORP (TGT) - 1.54% | LUMENTUM HOLDINGS INC (LITE) - 1.64% |
| #9 | AUTOMATIC DATA PROCESSING INC (ADP) - 1.53% | CENCORA INC (COR) - 1.60% |
| #10 | EDISON INTERNATIONAL (EIX) - 1.44% | TERADYNE INC (TER) - 1.57% |
| #11 | SYSCO CORP (SYY) - 1.41% | ASTERA LABS INC (ALAB) - 1.57% |
| #12 | WEC ENERGY GROUP INC (WEC) - 1.40% | VISTRA CORP (VST) - 1.51% |
| #13 | EVERSOURCE ENERGY (ES) - 1.35% | W.W. GRAINGER INC (GWW) - 1.45% |
| #14 | PEPSICO INC (PEP) - 1.33% | CHIPOTLE MEXICAN GRILL INC (CMG) - 1.32% |
| #15 | SOUTHERN CO (SO) - 1.33% | MICROCHIP TECHNOLOGY INC (MCHP) - 1.31% |
| #16 | CONSOLIDATED EDISON INC (ED) - 1.33% | MARATHON PETROLEUM CORP (MPC) - 1.29% |
| #17 | MICROCHIP TECHNOLOGY INC (MCHP) - 1.32% | AUTODESK INC (ADSK) - 1.23% |
| #18 | MEDTRONIC PLC (MDT) - 1.30% | ROCKWELL AUTOMATION INC (ROK) - 1.23% |
| #19 | ARCHER-DANIELS-MIDLAND CO (ADM) - 1.30% | TAKE-TWO INTERACTIVE SOFTWARE INC (TTWO) - 1.23% |
| #20 | CHEVRON CORP (CVX) - 1.27% | FASTENAL CO (FAST) - 1.22% |
| #21 | INTERNATIONAL BUSINESS MACHINES CORP (IBM) - 1.27% | STERLING INFRASTRUCTURE INC (STRL) - 0.58% |
| #22 | XCEL ENERGY INC (XEL) - 1.26% | MACOM TECHNOLOGY SOLUTIONS HOLDINGS INC (MTSI) - 0.57% |
| #23 | COCA-COLA CO (KO) - 1.26% | HEICO CORP CLASS A (HEI-A) - 0.53% |
| #24 | PROCTER & GAMBLE CO (PG) - 1.25% | SYSCO CORP (SYY) - 0.53% |
| #25 | PPG INDUSTRIES INC (PPG) - 1.21% | LATTICE SEMICONDUCTOR CORP (LSCC) - 0.52% |
| Total Holdings | 158 | 230 |
SDY vs IWP - Historical Returns
Returns include dividend reinvestment.
1M
Winner
SDY
+2.88%
IWP
-1.50%
3M
Winner
SDY
+4.47%
IWP
+1.92%
6M
Winner
SDY
+5.77%
IWP
+0.15%
1Y
Winner
SDY
+13.92%
IWP
+0.21%
5Y(CAGR)
Winner
SDY
+7.50%
IWP
+4.82%
10Y(CAGR)
SDY
+9.23%
Winner
IWP
+11.88%
Max(CAGR)
SDY
+9.01%
Winner
IWP
+9.19%
SDY vs IWP - Annual Returns (2001 - 2026)
Returns include dividend reinvestment.
| Year | SDY | IWP |
|---|---|---|
| 2026 | +11.08% | +1.19% |
| 2025 | +8.85% | +7.84% |
| 2024 | +8.00% | +23.83% |
| 2023 | +2.35% | +26.60% |
| 2022 | -0.44% | -26.14% |
| 2021 | +27.12% | +14.23% |
| 2020 | +2.06% | +33.86% |
| 2019 | +24.12% | +35.72% |
| 2018 | -2.82% | -5.68% |
| 2017 | +15.46% | +24.12% |
| 2016 | +21.95% | +8.86% |
| 2015 | -0.69% | -0.33% |
| 2014 | +15.05% | +12.77% |
| 2013 | +27.23% | +32.21% |
| 2012 | +10.85% | +14.17% |
| 2011 | +6.44% | -2.97% |
| 2010 | +14.94% | +24.30% |
| 2009 | +16.62% | +40.22% |
| 2008 | -21.76% | -43.79% |
| 2007 | -7.06% | +11.28% |
| 2006 | +16.23% | +8.69% |
| 2005 | +1.10% | +13.54% |
| 2004 | N/A | +15.71% |
| 2003 | N/A | +37.61% |
| 2002 | N/A | -27.76% |
| 2001 | N/A | -2.79% |
SDY vs IWP Drawdown Comparison
The maximum drawdown for SDY was -54.78%, occurring on Mar 9, 2009. Recovery took 985 trading sessions.
The maximum drawdown for IWP was -56.92%, occurring on Nov 20, 2008. Recovery took 824 trading sessions.
The current SDY drawdown is -1.39%. The current IWP drawdown is -4.62%.
| Rank | SDY | IWP |
|---|---|---|
| #1 | -54.78% Jun 1, 2007 - Apr 28, 2011 | -56.92% Oct 9, 2007 - Jan 14, 2011 |
| #2 | -36.66% Feb 14, 2020 - Nov 24, 2020 | -39.72% Aug 1, 2001 - Dec 1, 2003 |
| #3 | -16.06% Jul 7, 2011 - Dec 27, 2011 | -38.62% Nov 16, 2021 - Oct 11, 2024 |
| #4 | -15.21% Aug 16, 2022 - Dec 2, 2022 | -35.87% Feb 19, 2020 - Jul 8, 2020 |
| #5 | -15.02% Feb 2, 2023 - Mar 12, 2024 | -25.20% Feb 18, 2025 - Jul 3, 2025 |
| #6 | -14.40% Nov 29, 2024 - Aug 13, 2025 | -25.03% Jul 7, 2011 - Mar 26, 2012 |
| #7 | -14.22% Sep 21, 2018 - Feb 19, 2019 | -22.49% Sep 14, 2018 - Mar 21, 2019 |
| #8 | -13.20% Apr 20, 2022 - Aug 15, 2022 | -20.26% Apr 23, 2015 - Aug 23, 2016 |
| #9 | -10.85% Dec 29, 2014 - Nov 2, 2015 | -14.79% Oct 27, 2025 - Jun 30, 2026 |
| #10 | -9.42% Jan 26, 2018 - Aug 6, 2018 | -14.14% Apr 5, 2004 - Nov 11, 2004 |
| #11 | -9.33% Nov 3, 2015 - Mar 1, 2016 | -13.73% May 8, 2006 - Nov 15, 2006 |
| #12 | -7.67% Feb 27, 2026 - Jul 2, 2026 | -13.49% Feb 12, 2021 - Jun 24, 2021 |
| #13 | -6.96% Jan 7, 2022 - Mar 29, 2022 | -11.47% Jul 19, 2007 - Oct 5, 2007 |
| #14 | -6.93% May 21, 2013 - Jul 18, 2013 | -11.32% Apr 2, 2012 - Sep 13, 2012 |
| #15 | -6.87% May 10, 2021 - Nov 3, 2021 | -10.16% Sep 5, 2014 - Nov 6, 2014 |
Correlation
Correlation between SDY and IWP is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.
0.98
-101
Dividend Comparison (2001 - 2026)
SDY vs IWP dividend yield comparison.
| Year | SDY | IWP |
|---|---|---|
| 2026 | 1.20% | 0.16% |
| 2025 | 2.61% | 0.37% |
| 2024 | 2.56% | 0.40% |
| 2023 | 2.64% | 0.54% |
| 2022 | 2.55% | 0.77% |
| 2021 | 2.63% | 0.30% |
| 2020 | 2.85% | 0.38% |
| 2019 | 2.45% | 0.60% |
| 2018 | 2.73% | 1.02% |
| 2017 | 4.69% | 0.78% |
| 2016 | 3.30% | 1.16% |
| 2015 | 6.20% | 0.98% |
| 2014 | 4.74% | 1.03% |
| 2013 | 3.95% | 0.80% |
| 2012 | 3.28% | 1.32% |
| 2011 | 3.23% | 0.93% |
| 2010 | 3.35% | 0.85% |
| 2009 | 3.75% | 0.87% |
| 2008 | 5.44% | 1.26% |
| 2007 | 5.03% | 0.63% |
| 2006 | 2.86% | 0.70% |
| 2005 | 0.57% | 0.47% |
| 2004 | 0.00% | 0.28% |
| 2003 | 0.00% | 0.18% |
| 2002 | 0.00% | 0.13% |
| 2001 | 0.00% | 0.03% |
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